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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $317M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
42
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$489K 15,511 +1,026 +7%
RIS
52
Retirement Income Solutions
Michigan
$487K 15,451 -1,621 -9%
NYLIM
53
New York Life Investment Management
New York
$470K 14,913 -13,889 -48%
CTC
54
Central Trust Company
Missouri
$447K 14,171 -2,015 -12%
TRCT
55
Tower Research Capital (TRC)
New York
$432K 13,696 -2,785 -17%
NCM
56
Neumann Capital Management
California
$431K 13,660 +730 +6%
EWA
57
EP Wealth Advisors
California
$430K 13,642 +7,682 +129%
WT
58
Whittier Trust
California
$398K 12,633 -6,865 -35%
PAG
59
Private Advisor Group
New Jersey
$395K 12,534 -4,611 -27%
RFA
60
RTD Financial Advisors
Pennsylvania
$393K 12,463 +356 +3%
SIM
61
Stratos Investment Management
Ohio
$361K 11,450 +250 +2%
SB
62
Simmons Bank
Arkansas
$358K 11,347
EPW
63
Evergreen Private Wealth
Colorado
$343K 10,878 +10,878 New
TC
64
Trust Company
Kansas
$321K 10,188 +624 +7%
CWP
65
Concord Wealth Partners
Virginia
$319K 10,120 -7,889 -44%
FFA
66
First Foundation Advisors
California
$318K 10,087 +816 +9%
ECM
67
Evergreen Capital Management
Washington
$310K 9,834 +825 +9%
SHF
68
Stage Harbor Financial
Massachusetts
$283K 8,971 +8,971 New
Franklin Resources
69
Franklin Resources
California
$276K 8,750
BWM
70
Baystate Wealth Management
Massachusetts
$269K 8,524 -16,230 -66%
BFA
71
Bragg Financial Advisors
North Carolina
$267K 8,477 +85 +1%
PWMG
72
Private Wealth Management Group
New Jersey
$267K 8,470 +8,470 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$263K 8,346 -26,110 -76%
SWA
74
Stratos Wealth Advisors
Ohio
$263K 8,346
FWP
75
Falcon Wealth Planning
California
$258K 8,185 -1,665 -17%